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Pottinger (Australia)
Encyclopedia
Pottinger is a strategic and corporate advisory
firm, which provides:
Pottinger has expertise across a wide range of industries, including infrastructure and utilities, energy and resources, property, technology, media and telecomms, and financial services. The firm competes primarily against the corporate advisory teams of global investment banks such as Goldman Sachs
, JP Morgan and UBS, other M&A specialists such as Caliburn, Lazard
and Gresham
and the global consulting firms such as McKinsey and Boston Consulting Group
.
The company was founded by Nigel Lake and Cassandra Kelly in 2003 and has its headquarters in Sydney, Australia.
Corporate advisory
Corporate advisory refers to the activity of advising organisations, including corporations, institutions and government bodies, on mergers and acquisitions and other transactions that involve a change in ownership of a company or business...
firm, which provides:
- Assistance with the development of strategy
- Advice on mergers and acquisitionsMergers and acquisitionsMergers and acquisitions refers to the aspect of corporate strategy, corporate finance and management dealing with the buying, selling, dividing and combining of different companies and similar entities that can help an enterprise grow rapidly in its sector or location of origin, or a new field or...
and similar transactions - Advice on capital optimisation, financial structuring and capital raising
Pottinger has expertise across a wide range of industries, including infrastructure and utilities, energy and resources, property, technology, media and telecomms, and financial services. The firm competes primarily against the corporate advisory teams of global investment banks such as Goldman Sachs
Goldman Sachs
The Goldman Sachs Group, Inc. is an American multinational bulge bracket investment banking and securities firm that engages in global investment banking, securities, investment management, and other financial services primarily with institutional clients...
, JP Morgan and UBS, other M&A specialists such as Caliburn, Lazard
Lazard
Lazard Ltd is the parent company of Lazard Group LLC, a global, independent investment bank with approximately 2,300 employees in 42 cities across 27 countries throughout Europe, North America, Asia, Australia, Central and South America...
and Gresham
Gresham
Gresham is a surname.Those bearing it include:*Sir Richard Gresham , merchant*James Gresham *Sir John Gresham , Lord Mayor of London and founder of Gresham's School...
and the global consulting firms such as McKinsey and Boston Consulting Group
Boston Consulting Group
The Boston Consulting Group is a global management consulting firm with offices in 42 countries. It is recognized as one of the most prestigious management consulting firms in the world. It is one of only three companies to appear in the top 15 of Fortunes "Best Companies to Work For" report for...
.
The company was founded by Nigel Lake and Cassandra Kelly in 2003 and has its headquarters in Sydney, Australia.
Notable transactions and appointments
- In 2011, Pottinger advised ING GroupING GroupThe ING Group is a global financial institution offering retail banking, direct banking, commercial banking, investment banking, asset management, and insurance services. ING is the Dutch member of the Inter-Alpha Group of Banks, a cooperative consortium of 11 prominent European banks...
on the sale of its Australian Investment Management business to UBS - In 2010, Pottinger was appointed by The Australian Federal Government's Treasury Department to its newly formed panel of financial advisors
- Pottinger advised on the merger of $4.4 billion of water assets that formed Queensland Urban UtilitiesQueensland Urban UtilitiesQueensland Urban Utilities is responsible for the delivery of water and wastewater services across five key council areas in South East Queensland, including the Brisbane metropolitan area. In 2010 QUU was formed by the merging of water assets from the local councils of Brisbane, Ipswich, Scenic...
in 2010. This was the largest completed M&A transaction in Australia in the 2009/10 financial year, as well as Australia's largest ever water transaction - Pottinger advised on the sale of LJ Hooker, the largest LBOLBOLBO may refer to:* large bowel obstruction* Leveraged buyout, a method of acquiring a company* Lithium triborate , substance* Left Business Observer, an economics newsletter published by Doug Henwood...
announced and completed in Australia in 2009
- In 2008, Pottinger advised Suncorp-MetwaySuncorp-MetwaySuncorp Group Limited is an Australian finance, insurance, and banking corporation based in Brisbane, Queensland, Australia. It is one of Australia's largest banks and its largest general insurance group, formed on 1 December 1996 by the merger of Suncorp, Metway Bank and the Queensland Industry...
on the establishment of a long term credit card partnership with CitigroupCitigroupCitigroup Inc. or Citi is an American multinational financial services corporation headquartered in Manhattan, New York City, New York, United States. Citigroup was formed from one of the world's largest mergers in history by combining the banking giant Citicorp and financial conglomerate...
, including the sale of Suncorp's A$230 million credit card portfolio to CitigroupCitigroupCitigroup Inc. or Citi is an American multinational financial services corporation headquartered in Manhattan, New York City, New York, United States. Citigroup was formed from one of the world's largest mergers in history by combining the banking giant Citicorp and financial conglomerate...
- In 2007, Pottinger advised Suncorp-MetwaySuncorp-MetwaySuncorp Group Limited is an Australian finance, insurance, and banking corporation based in Brisbane, Queensland, Australia. It is one of Australia's largest banks and its largest general insurance group, formed on 1 December 1996 by the merger of Suncorp, Metway Bank and the Queensland Industry...
on its merger with Promina, a transaction valued at A$7.8 billion